To set up Box Sign functionality, customers must first complete installing and setting up the Box for Oracle NetSuite integration. Then, your NetSuite Admin and Box Admin (for existing Box for Oracle NetSuite customers) can proceed with the following installation steps.
Important:
Please note that the information provided below describe the experience within a third party application, NetSuite, as of April 3, 2024. This information is subject to change by NetSuite.
Notes:
- While Box Sign accepts various file types, currently, documents can only be sent as PDFs.
- New and existing Users need to be logged into Box for Oracle NetSuite to use Box Sign features.
Document Retrieval: Box for Oracle NetSuite only enables users to upload or retrieve documents from Box to send for signature.
Document Storage: The document for signature is stored in the associated Box for NetSuite record folder.
Enable Box Sign in NetSuite
As the NetSuite Admin, in NetSuite:
- Ensure you have installed Box for Oracle NetSuite v3.2.0+. (Note: Existing customers on Box for Oracle v2 must also complete the required v3 Migration Steps.)
- Go to Customization > Lists, Records, & Fields > then click Record Types.
- Find Box - Record Type Config, then click List.
- Click Edit for the record type where you want to enable Box Sign.
- Check BOX SIGN ENABLED.
- Click Save.
- Repeat steps 4-6 for each record type.
(Existing Customers) Re-authorize Box for Oracle NetSuite
Existing customers will need to reauthorize the Box for Oracle NetSuite app to add the “Manage signature requests” permission.
As the Box Admin:
- Navigate to the Box Admin console.
- Go to the Apps > Platform Apps Manager tab.
- In Server Authentication Apps, find Oracle NetSuite.
- Click “...”, then Reauthorize App.
- Click Reauthorize.